Steve Chastain Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,763,000
Clients
46
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
46
HighAverage account size
$147,022
About
Steve Chastain Wealth Management LLC is an independent, state-registered advisory firm that provides discretionary investment management to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm delivers portfolio management through a wrap-fee platform that gives clients access to model portfolios, third‑party money managers, and custodial services at major custodians.
The firm tailors recommendations to each client’s financial circumstances, objectives, and risk tolerance, selecting model portfolios or third‑party managers available on its wrap platform and implementing them on a discretionary basis. Its stated methods of analysis include a blend of fundamental, technical and cyclical approaches, and the firm conducts periodic and annual reviews to monitor alignment with client goals.
Noteworthy features include the firm’s reliance on a wrap‑fee sponsor to consolidate trading, custodial access, and model management, and its relatively small scale — managing under $7 million for under 50 client relationships — which affects the scope and operational model. The firm also discloses that its principal is separately licensed to sell insurance (a disclosed conflict of interest) and that it has a prior regulatory matter that was amended and followed by a conditional registration, details of which are available in its Form ADV.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
1.60% annually
Account minimum: $10,000
Main office location
Steve Chastain Wealth Management LLC
5305 W Village Parkway, Ste. 10
Rogers AR 72758, United States
Number of offices
1
Most active in
Steve Chastain Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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